Allison Kirkpatrick Email & Phone Number

Orlando, Florida Area

June 2021- Present- Human Resources Executive for Merrill Lynch National Business & Client Development and Supervision & Business Controls2015-2021: Human Resources Executive for Merrill Lynch Private Banking & Investments Group, International & Institutional focused on our firms largest client relationships domestically and internationally and the Mid Atlantic region covering advisors in 15 markets within Delaware, Maryland, New Jersey, Pennsylvania, Virginia and Washington, DC. Responsible for delivering the people strategy, intellectual capital, resources and solutions to the business. Leads a team of 8 human resource managers and consultants across the Merrill Lynch HR team.

Orlando, Florida Area

Global Wealth & Investment Banking: July 2013 - December 2015 Partner with the GWIM Banking Sr. Executive and the leadership team on org effectiveness, talent management, development, compensation process, and employee engagement. GWIM Banking is an organization of 1,400 sales, credit and product professionals who deliver cash management, liquidity and credit solutions for the unique needs of affluent and ultra high net worth clients deliver by advisors to Merrill Lynch resulting in $6.3 B in revenue. Consumer Technology and Operations: July 2012 - July 2013National accountability to partner with Shared Operation Services Executives on staffing, leadership development, org effectiveness, compensation, performance management, diversity strategy and employee relation issuses. Specfic groups include Document, Card & Payment Services (1000 FTE, 475 MM in expenses), Deposit Product Operations & Monitoring (1200 FTE) and Business Enablement (80 FTE).

Orlando, Florida Area

Work with Shared Operations Services & Technology Executive and Consumer & Wealth Management eCommerce Technology and Consumer Banking Architecture Executive. Responsible for executive assessments & coaching, performance management, optimizing team dynamics, organization structure, defining the culture, accelerating our talent pipeline, strengthening succession pipelines, and defining our diversity strategy. (Shared Operations Services & Technology: 6,500 employees & Consumer Banking & Wealth and Investment Management eCommerce and Consumer Banking Architecture: 1,500 +)

Orlando, Florida Area & Jacksonville, Florida

Global Wealth Management - Merrill Lynch/Banc of America: -Partnered with the Florida and Southeast Regional Executives to integrate Merrill Lynch & Banc of America Investments in regards to organizational structure, benefits, compensation, employee relations, human resources model. Merrill Lynch Transition: - Partnered with Merrill Lynch transition executive, leadership development and finance to successfully intergrate ML and BAC Wealth Management with minimal noise while meeting financial targets. - Partnered with Wealth Management Banking Executive to build out a new Wealth Management Banking model. Premiere Banking & Investments: - Supported the South Central Region Executive for Premier Banking & Investments by coaching leaders through a changing model, building out the Central Region leadership team, minimizing turnover, and exceeding financial advisor and wealth management banker goals. Global Commercial Banking: - Influential advisor to Dealer Financial Services President to drive business results of $279 million in net income through people initiatives including leadership development, compensation, learning, staffing and communications.

Jacksonville, Florida; Atlanta, Georgia; Richmond, Virginia

GE Distribution Finance: - Partnered with Sr. VP to drive strategic initiatives across multi-site locations to improve distribution finance & commmercial private label credit card portfolios. - Integrated two sales organization & built a sales incentive program to increase cross-selling efforts. GE Insurance - GE Advisors: Supported Southeast Divisional VP and field sales organization located in 9 states. Provided coaching in organizational design & effectivesness, change initiatives, recruitment, compensation, development & employee relations. - GE Personal Financial Services Group: Partnered with home office and field sales management to develop a new organizational model, identifying/assessing leaders and implementing core human resource processes. - GE Financial Services Group: Partnered with 6 strategic business units including finance, marketing, legal, product magagement, securities brokerage and variable annuities to transition a newly acquired business to GE HR processes.

Richmond, Virginia Area

Focused on training and benefit initiatives for the University.

Masters Of Science, Human Resources Management And Services

Bachelor Of Arts (B.A.), English & Speech Communications